What public Form 5500 filings show about the Holzhauer Auto & Truck Sales, Inc. 401(k) plan — and how to find and check your own account.
Holzhauer Auto & Truck Sales, Inc. (EIN 37-1027077) reports HOLZHAUER 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $4.3M in plan assets across 206 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Holzhauer Auto & Truck Sales, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Holzhauer Auto & Truck Sales, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LEGACY FINANCIAL STRATEGIES /SAM, STADION MONEY MANAGEMENT, JULY BUSINESS SERVICES.